Free Financial Topics in Chicago
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Disinheriting Uncle Sam – Estate Planning for Illinois Residents
Laurence Kline, Attorney, Hoogendoorn & Talbot LLP
Request This Free SpeechWith 40 years of experience, Kline explains how Illinois residents should plan their estates to minimize taxes, avoid probate and dispose of assets.
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My brain made me do it
Laurie Hackler, Financial Advisor, The Corner Office – Wealth Management
Request This Free SpeechMany people assume that they are always thinking logically and, when presented with the facts, are sure to see a situation clearly. In actuality, people are irrational; they rely on emotion, which often trumps logic. This seminar addresses investor tendencies and offers suggestions on how to avoid six common investor mistakes.
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Don’t Pay the College Sticker Price!
Joseph Orsolini, President, College Aid Planners, Inc.
Request This Free SpeechFor most families college tuition is the largest expense they will face. Unfortunately, many families go into this stage in life uninformed and unprepared. Learn strategies that enable families of all income levels (not just low or moderate‐income) to make a college education more affordable and less of a financial burden.
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Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
Request This Free SpeechIs it possible to build a reliable investment portfolio in today's market environment? This talk discusses what a reliable portfolio is, and how one might change their thought process when it comes to saving and investing.
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Tax Planning in Retirement
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechIf you're nearing retirement or already retired you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we've developed a special seminar to help people navigate the retirement tax maze. MORE >
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources- whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. -
Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
Request This Free SpeechAudience members will receive education on reaching retirement goals and how to protect retirement accounts from a downside market. Abednego Wealth Management, Inc. does not charge for services nor does it ever hold clients’ funds. “We simply educate you on reaching your retirement goals.”
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Can You Afford to Retire?
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
Request This Free SpeechThis program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.
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How To Create Wealth… Unlocking Secrets To Prosperity
Robb Thompson, President & Founder, Progressive Life
Request This Free SpeechDo you want to know how to create wealth? Do you have the habits and the right people in your life to take you there? Learn how to create those 2 elements in your life in order to become successful.